For PowerPoint Presentations and handouts from the 2010 LDW Sessions, click on the links below:
· ADvocate—Dave DeGreeff, MAS and Joseph Scott, MAS
o Are You Up to the Challenge? The Regional ADvocate Challenge, That Is!
§ Flyer
§ FAQs
· Associations, The Future of—Peggy Hoffman, CAE
o Back to the Future with Associations
§ Four Trends and Their Impact on Your Association’s Future
· Board Training—Paul Bellantone, CAE
o Effective Board Service Isn’t a Mystery—Parts 1 & 2
§ Questionnaire—Fundamentals of Effective Board Service
§ The Language of Associations
§ Principles of Obedience, Loyalty & Care
§ 12 Weeks to a Better Board!
§ General Board Guidelines
§ 10 Responsibilities of the Board
§ Who’s Responsible—The Board, or the Staff?
§ Strategic Planning—Critical Questions to Ask at the Start
§ Volunteers: 12 Basic Needs
§ Principles of Consensus
· District Dinner
o Putting the Pieces Together—A District Competitive Puzzle
· Financial/Treasury—Bob McLean, CPA
o Internal Controls
§ AICPA Audit Committee Toolkit for Non-profits
§ Internal Controls Questionnaire
o Tax
§ IRS Requires Policies
o Policy—Conflict of Interest
o Policy—Document Retention
o Policy—Whistleblower
§ Sarbanes-Oxley Act:
o Implications for Non-profits
o Should Non-profits Comply
§ IRS Pub 557—Tax-Exempt Status for Organizations
§ Unrelated Business Income Tax and Form 990
o IRS Pub 598—Tax on Unrelated Business Income
o UBIT for Associations in a Nutshell
o Highlights of 2009 Form 990 Changes
o New IRS Form 990
o Form 990 Redesign FAQs
o Other Reference
§ A Treasurer’s Guide
· Generational Leaders—Gage Chariton
o Why Y? Generations of Volunteers & Now You’ll Know Y
§ Generational Tag—Year of Birth Chart
§ Generation Y:
o They’ve Arrived at Work with a New Attitude
o How to Attract Without Losing Everyone Else
o How to Recruit to Give and Get Involved
· Leadership—Paul Bellantone, CAE
o You’re President—Now What?
§ Leaders on Leadership
§ Obligations of Leadership
§ Strategic Planning—Critical Questions to Ask at the Start
§ Volunteers: 12 Basic Needs
§ Principles of Consensus
§ Building a Knowledge-based Culture
· Learning Labs
o Master Planning Calendar
§ 2010/2011 Calendars
o Membership Calendar
o Professional Development Calendar
§ Programming Timeline
o Tradeshow Calendar
§ Tradeshow Production Schedule
o Volunteer Leadership Calendar
· Legal & Ethical—Steve Slagle, CAE
o Top Eight Legal and Liability Issues That Impact Regional Association Boards the Most
o Legal Issues FAQs
o Sample Statements, Terms and Provisions
o Rules of Engagement
o Parliamentary Procedure—Quick One-page Reference
o Ethics Survey for Association Volunteers
· Legislative—Anne Lardner
o How to Make Your Voice Heard in the Capitol
§ Advocacy Calendar
o Issues Review—It Won’t Be as Boring as It Sounds
§ Government Relations Today—May issue
· Membership—Marcia Bohannon
o Membership Part Deux, Louder & Prouder
§ Selling Tool Handouts
§ Membership Handouts (8.5 x 14 session handouts)
· Panels
o Board Building Blocks: Prep, Pre-work, Process
§ Board Building Blocks Questionnaire
o Budget Puzzlers … Non-dues Revenue
§ PPAI Member Benefit Flyer
§ SAAGNY Group Purchasing Vendor Program (procedure)
§ SAAGNY Uniform Vendor Agreement
§ TRASA Sponsorship Brochure and Application
§ UMAPP Newsletter Flyer Insert
· President/President-Elect/ED—Michele Packard-Milam, CAE
o Teamwork + Leadership = Dynamic Duo (a session for the President/President-Elect and ED)
§ Volunteer Board/Committee Service Agreement (customizable sample)
§ Lessons from Geese
§ General Board Guidelines—The Board Governs, the Staff Manages
§ Legal Duties of Association Board Members
§ A Partnership of Leaders (a discussion guide)
§ Building an Effective Board/Staff Partnership
§ Leadership Values Agreement
· Professional Development—Melissa Hendrick and Rachel Robichaud
o Putting It All Together—The Essentials & Best Practices in Educational Program Design
§ Creating a Needs Analysis
§ Writing Learner Objectives
§ Content Development Tips
§ Event Management Tips
§ On-site Meeting Tips
§ Speaker Management Tips
§ Planning Timelines:
o Planning Calendar
o Program Timeline
§ Sample Forms:
o Sample Speaker Invitation
o Speaker Agreement
o Speaker Travel & Housing Form
o Audio/Visual Room Set-up
o Media Alert Template
o Press Release Template
o MAS/CAS Course Submission Form (for regional associations)
o MAS/CAS Course Evaluation Form
· Social Media—Melissa Hall and Cassandra Johnson
o Integrating Social Media into Your Marketing Mix
§ Message Channel Chart
§ Social Media Channels
· Team Building—Roni Wright, MAS and Eric Ekstrand, MAS
o The Missing Piece … You!
§ The Right Family Takes a Vacation
· Tradeshows—Darel Cook
o Puzzled about Tradeshows?
· Volunteering—Peggy Hoffman, CAE
o The Secrets to Creating an Exceptional Volunteer Experience
§ Handout
· Website—Erik Johnson
o Surprisingly Simple & Effective Website Strategies
§ Critical Questions
§ Platform and Promotion
§ Key Takeways
§ Five Truths of Websites